Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.
Brookfield and iCapital® Unveil Alts Allocator Tool to Help Advisors Model Impacts of Alternatives in Client Portfolios
The tool utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
Based on the nontraded BDCs currently raising capital that Blue Vault tracks, what was the nontraded BDC industry’s median rate of return through the first six months of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Peachtree Group Expands Insurance Partnerships, Strengthening Access to Lower-Cost Capital
Peachtree Group has closed more than $2.5 billion in co-originated loans with insurance company partners since inception, including such projects as The Point on Lane in Columbus, Ohio.
Recent News
XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution and Quarterly Preferred Shares Dividend
XA Investments XAI Octagon Floating Rate & Alternative Income Trust (the “Trust”) has declared its regular monthly distribution of $0.085 per share of the Trust’s common...
John Hancock Closed-End Funds Declare Monthly Distributions
John Hancock Investment Management The John Hancock closed-end funds listed below declared their monthly distributions today as follows: Declaration Date: July 1,...
Market Conditions Impact on Full-Cycle Events
Luke Schmidt shares how market conditions impact on Full-Cycle events in this webinar...
Custom Benchmarks Help Compare Full-Cycle Events
Luke Schmidt shares how custom benchmarks help compare Full-Cycle events in this webinar...
Cantor Fitzgerald and Silverstein Properties Announce Joint Venture with Turnbull Development, LLC for Opportunity Zone Development in Summerville, SC
Cantor Fitzgerald Affiliates of Cantor Fitzgerald, L.P., (“Cantor Fitzgerald”), a leading global financial services firm and real assets investment company, and Silverstein...
Blue Vault’s Performance Page Update: Interval Funds, Tender Offer Funds, and Nontraded LLCs
These Interval Fund, Tender Offer Fund, and Nontraded LLC Individual Performance Pages (IPPs) are now available for Blue Vault members to view on the Blue Vault website....
More articles…
Which continuously offered nontraded REIT reported a year-to-date total return to its Class I shares of 22.37% thru April 2022?
Which continuously offered nontraded REIT reported a year-to-date total return to its Class I shares of 22.37% thru April 2022? Answer: Ares Industrial REIT (formerly Black Creek Industrial REIT IV) had total returns to Class I shares of 22.37% thru April 2022. This...
Of the 362 monthly observations of total returns to shares in continuously offered nontraded REITs in Blue Vault’s data since January 2020 and thru April 2022, how many had negative returns? (The returns included monthly changes in NAVs and distribution yields.)
Of the 362 monthly observations of total returns to shares in continuously offered nontraded REITs in Blue Vault’s data since January 2020 and thru April 2022, how many had negative returns? (The returns included monthly changes in NAVs and distribution yields.)...
Warehouse giant Prologis agrees $26 Billion merger with Duke Realty
Prologis Inc (PLD.N), a warehouse-focused real estate income trust (REIT), said on Monday it would acquire peer Duke Realty Corp…
Hoteliers Look Forward to a Full Recovery
Hoteliers are poised for a full recovery from pandemic challenges with room rates within 3 percent of their all-time high and occupancy up…
Chad Clark: Risk Mitigation
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Chad Clark (Partner & Senior Advisor, Redemption…
Andrew Doughty: Types of Alternative Investments Used
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Stacy Chitty (Managing Partner, Blue Vault) asks…
Kevin Best: Benefits of the Blue Vault Database
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Kevin Best (Personal Chief Financial Officer, Best…
Chad Clark: Building Relationships with Product Sponsors
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Stacy Chitty (Managing Partner, Blue Vault) asks…
Andrew Doughty: Selecting Product Sponsors
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Stacy Chitty (Managing Partner, Blue Vault) and…
Kevin Best on Client Relationships
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Kevin Best (Personal Chief Financial Officer, Best Times…










